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The "Enterprise Accounting Software Enhancement" User Group mission is to work collectively as a group sharing common concerns and experiences while expanding user knowledge and influencing product direction.

The EASE Group is committed to submitting quality enhancement requests after thorough discussion at each session. Each monthly meeting will be primarily focused on a particular aspect of the Infinite Visions Enterprise Edition software in order to retain it's focus while at the same time allow our members to more efficiently schedule their time. As a general rule, topics will alternate between FINANCE and PAYROLL with the exception of 3 meetings where both will be addressed due to pending due dates and year-end events. Each area will have a "Lead" in order to organize the topics and keep the discussion focused.

If you would like to be added to the EASE Distribution list please send an email request to Mike Martinez. If you would like to recieve emails when this page is updated simply click the button at the top of this page.

2008 Meetings

DateLocationTimeTopics
01/14/2008
Pendergast Elementary School
3841 N. 91st Avenue
Phoenix, AZ 85037
1:00 P.M.Finance
Using e-mail in Purchasing & Payables [ handout ]

Planning
Discuss EASE Format and Topics


Agenda

02/11/2008
Pendergast Elementary School
3841 N. 91st Avenue
Phoenix, AZ 85037
1:00 P.M.Purchasing & Payables
Using Microsoft Excel in Purchasing & Payables (importing, etc) [ handout ]

Finance
Managing Your Encumbrance
How Payroll and Purchasing & Payables affects Encumbrance


Agenda

03/10/2008
Pendergast Elementary School
3841 N. 91st Avenue
Phoenix, AZ 85037
1:00 P.M.Finance
Position Budgeting (presented by Glendale Elementary #40) [ handout ]
Chart of Accounts (cleanup of accounts) [ handout ]

Payroll
GASB Functions & Compensated Absences [ handout ]


Agenda

04/14/2008
Kyrene School District
8700 S. Kyrene Road
Tempe, AZ 85284
1:00 P.M.iVisions
Presentation on the use of iVisions [ handout ]
(presented by Karin Smith @ Kyrene Elementary #28)

More Handouts:

Please Note the Location for this meeting
Kyrene is located East of I-10 and Warner Road, on the corner of Kyrene and Warner.


Agenda

05/12/2008
Pendergast Elementary School
3841 N. 91st Avenue
Phoenix, AZ 85037
1:00 P.M.Purchasing & Payables
Using Vendor Awards & Quotes
Receivables & Payables

Payroll & Finance
Preparation for Fiscal Year End


Agenda

06/09/2008
Pendergast Elementary School
3841 N. 91st Avenue
Phoenix, AZ 85037
1:00 P.M.Payroll
Presentation on using Position Control and its impact on the SDER [handout 1] [handout 2]
(presented by Carl Hurlburt)

Setting up Payroll for Fiscal Year 2009 [handout]


Agenda

07/14/2008
Pendergast Elementary School
3841 N. 91st Avenue
Phoenix, AZ 85037
1:00 P.M.General Ledger
Financial Reports
Clearing out Liabilities for FY08

Payroll
Insurance Tracking
Setting up Deductions
SDER & Employee Setup


Agenda

08/11/2008
Pendergast Elementary School
3841 N. 91st Avenue
Phoenix, AZ 85037
1:00 P.M.Finance
Grants & Completion Reports (presented by Beatrice Begay @ MCSOS)
[handout]

AFR


Agenda

09/08/2008
Pendergast Elementary School
3841 N. 91st Avenue
Phoenix, AZ 85037
1:00 P.M.Finance
Annual Financial Report (AFR) (if available)

Payroll
School District Employee Report (SDER)


Agenda

10/13/2008
Pendergast Elementary School
3841 N. 91st Avenue
Phoenix, AZ 85037
1:00 P.M.TBD

11/10/2008
Pendergast Elementary School
3841 N. 91st Avenue
Phoenix, AZ 85037
1:00 P.M.TBD

12/08/2008
Pendergast Elementary School
3841 N. 91st Avenue
Phoenix, AZ 85037
1:00 P.M.TBD




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